In This Article:

Using the Acknowledgment Wizard

In This Article:

The Acknowledgment Wizard will guide you through the steps to create acknowledgment letters. These letters are typically sent to a caregiver to notify them that a gift was received in honor or in memory of their loved one. In order for letters to be generated, the Acknowledge checkbox must be selected on the donation Screen and the constituent must have a relationship link of Caregiver or Acknowledgment Recipient assigned to them. As with all Wizards in DonorPro the screen is separated into two panels. The panel on the left is where you make your selections. The panel on the right contains detailed instructions to guide you through the process. Once you have completed the process, DonorPro provides the option to save your query so that you can run it again in the future.

Choose Reports, Queries, and then Acknowledgment Wizard from the main menu.

Select who may receive the acknowledgment letters by checking Send to Care Givers and/or Send to Acknowledgment Recipients. These relations are set in the Relations node of the Constituent’s record. Refer to the Constituent section of this manual for further information on assigning relationships between constituents.

Select the desired option for Format multiple contributors to determine how multiple donors will be displayed in an acknowledgment.

Donation data can be queried by batch or by the date the donation was received. To limit the data by the Batch, select the Batch option and then select the Search Batch button.

The Batch Search screen opens. Type the name of the batch and then the Search button. If multiple returns are listed, double click on the desired batch.

To limit the data by date, set the Donation Received Dates in the On or after and the On or before fields. To enter a date, choose the Calendar button. Select the drop down arrow next to the month and select the desired month or use the up or down spin buttons to move to the appropriate month. Highlight the year and type the desired year or select the up or down spin buttons to move to the appropriate year. Select OK.

You may choose letters Addressed to Care Giver or Acknowledgment Recipient and/or Addressed to Honoree. This allows you to print large numbers of one type of letter (Addressed to Care Giver or Acknowledgment Recipient or Addressed to Honoree) at a time without having to select the type of letter needed.

Choose the Next button. The data is displayed.

If you wish to exclude specific records, even though they meet the criteria defined, select the checkbox next to the appropriate record to deselect it.

If you need to edit information, select the Details magnifying glass.NOTE: Adding or Editing information on the Query Detail screen will not permanently modify the record.

12. Select the Next button.

13. Please refer to the previous section for output options.

14. If Preview / Print Letters was selected, the preview window opens. Select the down arrow to Select Template.

15. To save as a note in the constituent’s record, check the Save to Constituent on Print checkbox.

16. You can navigate through the pages by selecting either the left or right arrows.

17. View as Text is the default option for the Word Processor. This will display the document as standard text. View as HTML allows you to program HTML to create a document that can be viewed as a web page in a browser.

18. Copy and Print buttons are available in this window.

19. Select the Close button in the top right corner of the preview window.

20. Select the Finish button to close the Acknowledgment Statistics Wizard.